New Individual Wealth tools to support client conversations
Equitable has new resources now available on EquiNet® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way.
New case studies to help support client conversations *NEW*
We know some financial concepts can be tricky to explain. To help, we have created a set of straightforward, advisor‑focused case studies designed to deepen your understanding and help you better grasp the mechanics of our product options, understand the “why,” and translate that knowledge into clear, client-friendly conversations.
The four new case studies cover:
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Asset rebalancing
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Householding
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Resets
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Segregated funds vs. mutual funds
Introducing our fund manager spotlight pages
You can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission.
Quickly access:
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An overview of each fund manager
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Mission and investment approach
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Available funds on Equitable GIF
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Additional value-added content — including videos, helpful links and more.
New sample portfolios to help guide client discussions
A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize:
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How their strategy could look in practice.
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Trade-offs between different investment styles.
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How various approaches could support long‑term planning.